Spectrum Investment Advisors, Inc. VBR Holdings History
Spectrum Investment Advisors, Inc.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Spectrum Investment Advisors, Inc. held 41,268.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $7.69 Mil. This investment constitutes 4.96% of their stock portfolio, and Spectrum Investment Advisors, Inc. now holds 0.02% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2023Q4. And since then Spectrum Investment Advisors, Inc. has made 5 purchases of VBR, at an average price of $165.41, for a total of 41,268.00 shares. Based on historical transaction data and VBR's current price of $200.50, Spectrum Investment Advisors, Inc.'s estimated gain on his VBR holdings is $1.45 Mil, reflecting a 21.21% gain to date.
Spectrum Investment Advisors, Inc. VBR ($200.50) Holding Chart
Spectrum Investment Advisors, Inc. VBR ($200.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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